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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?


To: Tony Viola who wrote (11952)1/24/2001 12:35:42 PM
From: Bob Kim  Respond to of 17183
 
Tony, From ML today:

"In our opinion, dot.com/telco weakness will not compromise secular demand or NTAP’s
business model but it could in the short-term eliminate incremental earnings and revenue
growth. For the intermediate and longer-term, we believe the stock is well positioned."

Not much of a defense given that the analyst has a $185 price target on NTAP and only $130 on EMC.